C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Westlake OH · SEC CIK 0001965756
$20.25亿2026Q2 申报市值
424持仓数
43.8%前十大占比 · 第一大 12.4%
52 / 34新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPYM 加仓+$4,455.03万
IALT 新建仓+$1,496.67万
SPYG 加仓+$1,259.39万
VUG 加仓+$1,054.78万
RSP 加仓+$784.77万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$2,861.37万
TFLO 减仓-$2,210.17万
IEMG 减仓-$1,045.48万
MTUM 减仓-$1,014.37万
THRO 减仓-$795.28万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CWB | SPDR SERIES TRUST | $90.10万 | 0.04% | 8,356 | -6,996 | -45.6% | -$75.43万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $89.26万 | 0.04% | 23,012 | -4,415 | -16.1% | -$17.13万 | 减仓 |
| GE | GE AEROSPACE | $87.82万 | 0.04% | 2,350 | 450 | 23.7% | $16.82万 | 加仓 |
| MRK | MERCK & CO INC | $87.15万 | 0.04% | 6,782 | 145 | 2.2% | $1.86万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $86.88万 | 0.04% | 2,836 | 496 | 21.2% | $15.19万 | 加仓 |
| AIQ | GLOBAL X FDS | $85.22万 | 0.04% | 12,989 | 1,173 | 9.9% | $7.70万 | 加仓 |
| EMXC | ISHARES INC | $84.15万 | 0.04% | 8,226 | 14 | 0.2% | $1,432 | 加仓 |
| IWV | ISHARES TR | $83.74万 | 0.04% | 1,964 | -379 | -16.2% | -$16.16万 | 减仓 |
| TER | TERADYNE INC | $83.41万 | 0.04% | 1,724 | -501 | -22.5% | -$24.24万 | 减仓 |
| ESGE | ISHARES INC | $82.37万 | 0.04% | 15,062 | -1 | -0.0% | -$55 | 减仓 |
| VEEV | VEEVA SYS INC | $81.76万 | 0.04% | 4,607 | 3 | 0.1% | $532 | 加仓 |
| AFL | AFLAC INC | $81.16万 | 0.04% | 6,922 | 15 | 0.2% | $1,759 | 加仓 |
| VBK | VANGUARD INDEX FDS | $80.35万 | 0.04% | 2,197 | 255 | 13.1% | $9.33万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $79.35万 | 0.04% | 3,543 | 21 | 0.6% | $4,703 | 加仓 |
| — | BLACKROCK ETF TRUST | $79.16万 | 0.04% | 28,242 | 28,242 | — | $79.16万 | 新建仓 |
| COWZ | PACER FDS TR | $78.60万 | 0.04% | 12,636 | -8,490 | -40.2% | -$52.81万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $78.55万 | 0.04% | 3,975 | -159 | -3.8% | -$3.14万 | 减仓 |
| PFE | PFIZER INC | $78.47万 | 0.04% | 32,587 | 2,537 | 8.4% | $6.11万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $78.43万 | 0.04% | 1,028 | -15 | -1.4% | -$1.14万 | 减仓 |
| SLV | ISHARES SILVER TR | $77.77万 | 0.04% | 14,544 | -455 | -3.0% | -$2.43万 | 减仓 |
| MO | ALTRIA GROUP INC | $77.53万 | 0.04% | 10,775 | -883 | -7.6% | -$6.35万 | 减仓 |
| IJR | ISHARES TR | $77.03万 | 0.04% | 5,194 | -6,787 | -56.6% | -$100.66万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $75.72万 | 0.04% | 10,110 | -4,761 | -32.0% | -$35.66万 | 减仓 |
| TJX | TJX COS INC NEW | $75.15万 | 0.04% | 4,960 | 103 | 2.1% | $1.56万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $75.12万 | 0.04% | 5,935 | -270 | -4.4% | -$3.42万 | 减仓 |
| ETN | EATON CORP PLC | $74.96万 | 0.04% | 1,759 | -34 | -1.9% | -$1.45万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $74.24万 | 0.04% | 16,375 | -9,594 | -36.9% | -$43.50万 | 减仓 |
| MGC | VANGUARD WORLD FD | $73.70万 | 0.04% | 2,694 | -238 | -8.1% | -$6.51万 | 减仓 |
| DE | DEERE & CO | $73.46万 | 0.04% | 1,158 | 91 | 8.5% | $5.77万 | 加仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $73.32万 | 0.04% | 15,455 | 0 | 0.0% | — | 不变 |
| IWL | ISHARES TR | $73.07万 | 0.04% | 3,951 | 261 | 7.1% | $4.83万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $72.54万 | 0.04% | 8,949 | 310 | 3.6% | $2.51万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $72.14万 | 0.04% | 2,133 | 91 | 4.5% | $3.08万 | 加仓 |
| RTX | RTX CORPORATION | $71.56万 | 0.04% | 3,772 | -161 | -4.1% | -$3.05万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $71.45万 | 0.04% | 14,150 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $70.49万 | 0.03% | 310 | 310 | — | $70.49万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $68.84万 | 0.03% | 7,139 | -4,208 | -37.1% | -$40.58万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $68.61万 | 0.03% | 11,163 | 1,743 | 18.5% | $10.71万 | 加仓 |
| BAC | BANK OF AMER CORP | $67.80万 | 0.03% | 11,899 | 1,670 | 16.3% | $9.52万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $67.44万 | 0.03% | 6,733 | -1,036 | -13.3% | -$10.38万 | 减仓 |
| PSX | PHILLIPS 66 | $67.01万 | 0.03% | 3,964 | -59 | -1.5% | -$9,974 | 减仓 |
| IYZ | ISHARES TR | $66.54万 | 0.03% | 15,727 | 9,201 | 141.0% | $38.93万 | 加仓 |
| NDSN | NORDSON CORP | $66.53万 | 0.03% | 2,205 | -176 | -7.4% | -$5.31万 | 减仓 |
| LOW | LOWES COS INC | $65.74万 | 0.03% | 2,982 | -38 | -1.3% | -$8,378 | 减仓 |
| T | AT&T INC | $65.11万 | 0.03% | 31,452 | -5,116 | -14.0% | -$10.59万 | 减仓 |
| PEP | PEPSICO INC | $65.07万 | 0.03% | 4,806 | 241 | 5.3% | $3.26万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $65.03万 | 0.03% | 12,130 | -1,130 | -8.5% | -$6.06万 | 减仓 |
| IWM | ISHARES TR | $64.92万 | 0.03% | 2,161 | -2,016 | -48.3% | -$60.56万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $64.37万 | 0.03% | 7,686 | -5 | -0.1% | -$419 | 减仓 |
| QCOM | QUALCOMM INC | $63.84万 | 0.03% | 3,455 | -127 | -3.5% | -$2.35万 | 减仓 |
| GAM | GENERAL AMERN INVS CO INC | $61.05万 | 0.03% | 9,576 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $60.04万 | 0.03% | 5,585 | -1,470 | -20.8% | -$15.80万 | 减仓 |
| — | ISHARES TR | $59.67万 | 0.03% | 17,680 | -3,528 | -16.6% | -$11.91万 | 减仓 |
| IJT | ISHARES TR | $59.20万 | 0.03% | 3,314 | 3,314 | — | $59.20万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $58.55万 | 0.03% | 1,149 | -28 | -2.4% | -$1.43万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $58.41万 | 0.03% | 5,006 | -7,801 | -60.9% | -$91.02万 | 减仓 |
| ICVT | ISHARES TR | $58.33万 | 0.03% | 4,791 | -6,968 | -59.3% | -$84.83万 | 减仓 |
| AMGN | AMGEN INC | $56.51万 | 0.03% | 1,561 | -406 | -20.6% | -$14.70万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $55.02万 | 0.03% | 4,789 | 2,422 | 102.3% | $27.83万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $53.80万 | 0.03% | 17,952 | -1,483 | -7.6% | -$4.44万 | 减仓 |
| ITA | ISHARES TR | $53.73万 | 0.03% | 2,216 | 1,226 | 123.8% | $29.73万 | 加仓 |
| USFR | WISDOMTREE TR | $53.68万 | 0.03% | 10,661 | -64,346 | -85.8% | -$323.97万 | 减仓 |
| V | VISA INC | $53.51万 | 0.03% | 1,560 | 314 | 25.2% | $10.77万 | 加仓 |
| FE | FIRSTENERGY CORP | $53.36万 | 0.03% | 11,225 | 68 | 0.6% | $3,233 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $53.25万 | 0.03% | 4,814 | 2,494 | 107.5% | $27.59万 | 加仓 |
| SHOP | SHOPIFY INC | $51.97万 | 0.03% | 4,552 | -1,015 | -18.2% | -$11.59万 | 减仓 |
| KO | COCA COLA CO | $51.50万 | 0.03% | 6,337 | -1,800 | -22.1% | -$14.63万 | 减仓 |
| EMR | EMERSON ELEC CO | $50.96万 | 0.03% | 3,560 | 353 | 11.0% | $5.05万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $50.70万 | 0.03% | 9,546 | -37,664 | -79.8% | -$200.02万 | 减仓 |
| ORCL | ORACLE CORP | $50.69万 | 0.03% | 3,459 | 90 | 2.7% | $1.32万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $50.60万 | 0.02% | 18,721 | 18,721 | — | $50.60万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $50.23万 | 0.02% | 2,123 | 378 | 21.7% | $8.94万 | 加仓 |
| COP | CONOCOPHILLIPS | $49.99万 | 0.02% | 4,808 | -141 | -2.8% | -$1.47万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $49.91万 | 0.02% | 9,072 | -130 | -1.4% | -$7,151 | 减仓 |
| UNP | UNION PAC CORP | $49.45万 | 0.02% | 1,818 | 61 | 3.5% | $1.66万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $48.63万 | 0.02% | 1,170 | 13 | 1.1% | $5,403 | 加仓 |
| GEV | GE VERNOVA INC | $48.44万 | 0.02% | 412 | -35 | -7.8% | -$4.12万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $48.07万 | 0.02% | 5,476 | -5,096 | -48.2% | -$44.73万 | 减仓 |
| GLW | CORNING INC | $47.11万 | 0.02% | 1,844 | 264 | 16.7% | $6.75万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $46.92万 | 0.02% | 9,231 | -2,124 | -18.7% | -$10.80万 | 减仓 |
| ET | ENERGY TRANSFER L P | $46.66万 | 0.02% | 24,402 | 3,147 | 14.8% | $6.02万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $45.74万 | 0.02% | 14,414 | -157 | -1.1% | -$4,982 | 减仓 |
| SUB | ISHARES TR | $45.05万 | 0.02% | 4,231 | 497 | 13.3% | $5.29万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $44.34万 | 0.02% | 1,639 | 184 | 12.6% | $4.98万 | 加仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $43.75万 | 0.02% | 14,984 | 14,984 | — | $43.75万 | 新建仓 |
| CVS | CVS HEALTH CORP | $43.72万 | 0.02% | 4,226 | -681 | -13.9% | -$7.04万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $43.13万 | 0.02% | 8,179 | 1,886 | 30.0% | $9.94万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $43.02万 | 0.02% | 5,034 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $42.62万 | 0.02% | 1,890 | 1,890 | — | $42.62万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $42.27万 | 0.02% | 249 | 2 | 0.8% | $3,395 | 加仓 |
| MS | MORGAN STANLEY | $42.23万 | 0.02% | 2,020 | -1,168 | -36.6% | -$24.42万 | 减仓 |
| TFC | TRUIST FINL CORP | $42.13万 | 0.02% | 8,457 | 522 | 6.6% | $2.60万 | 加仓 |
| DIS | DISNEY WALT CO | $41.90万 | 0.02% | 4,353 | 1,173 | 36.9% | $11.29万 | 加仓 |
| IFRA | ISHARES TR | $41.90万 | 0.02% | 6,646 | -1,346 | -16.8% | -$8.49万 | 减仓 |
| IHAK | ISHARES TR | $41.64万 | 0.02% | 6,859 | -1,153 | -14.4% | -$7.00万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $40.96万 | 0.02% | 16,822 | 16,822 | — | $40.96万 | 新建仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $40.88万 | 0.02% | 2,176 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $40.56万 | 0.02% | 3,453 | -435 | -11.2% | -$5.11万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $40.51万 | 0.02% | 11,172 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $40.32万 | 0.02% | 4,896 | -1,929 | -28.3% | -$15.88万 | 减仓 |